WFG Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q1 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 939 |
|
|
2016
Q4 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 997 |
|
|
2016
Q3 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q2 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 979 |
|
|
2016
Q1 | $15K | Buy |
+1,200
| New | +$15K | ﹤0.01% | 945 |
|
|
2015
Q1 | – | Sell |
-17,142
| Closed | -$236K | – | 1826 |
|
|
2014
Q4 | $236K | Buy |
17,142
+13,051
| +319% | +$180K | 0.05% | 378 |
|
|
2014
Q3 | $56K | Buy |
4,091
+39
| +1% | +$534 | 0.01% | 884 |
|
|
2014
Q2 | $56K | Buy |
4,052
+39
| +1% | +$539 | 0.01% | 864 |
|
|
2014
Q1 | $52K | Buy |
4,013
+2,013
| +101% | +$26.1K | 0.01% | 898 |
|
|
2013
Q4 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 1236 |
|
|
2013
Q3 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 1202 |
|
|
2013
Q2 | $23K | Buy |
+2,000
| New | +$23K | ﹤0.01% | 1158 |
|